Riverchase Wealth Management, LLC Portfolio Holdings

Riverchase Wealth Management, LLC

  • $177 Billion
  • Q3 2025

Riverchase Wealth Management, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $177 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Trust with a value of $19.9B, J P Morgan Exchange Traded Fd with a value of $16.6B, Dimensional ETF Tr U S Core Eq with a value of $16.3B, Dimensional ETF Tr Core Fxd In with a value of $15B, and Dimensional ETF Tr Dimensional with a value of $14.8B.

Examining the 13F form we can see an increase of $18.9B in the current position value, from $158B to 177B.

Riverchase Wealth Management, LLC is based out at Flower Mound, TX

Below you can find more details about Riverchase Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $177 Billion
ETFs: $134 Billion
Financial Services: $3.6 Billion
Technology: $1.73 Billion
Energy: $557 Million
Consumer Defensive: $555 Million
Communication Services: $544 Million
Healthcare: $229 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$465 Million 0.26% of portfolio
6,835
Q4 2024 New
$0
$451 Million 0.26% of portfolio
9,889
Q3 2025 New
-
$463 Million 0.26% of portfolio
-
Q3 2025 New
$0
$421 Million 0.24% of portfolio
5,599
Q2 2025 Added 19.69%
$0
$412 Million 0.23% of portfolio
13,208
Q3 2025 Reduced 1.55%
-
$400 Million 0.23% of portfolio
-
Q3 2025 New
$0
$364 Million 0.21% of portfolio
7,945
Q3 2025 Reduced 4.21%
$0
$374 Million 0.21% of portfolio
8,675
Q3 2025 New
$0
$334 Million 0.19% of portfolio
3,227
Q4 2024 New
$476B
$323 Million 0.18% of portfolio
2,861
Q4 2024 New
$3.06B
$296 Million 0.17% of portfolio
2,810
Q4 2024 New
$0
$307 Million 0.17% of portfolio
12,030
Q3 2025 New
$669B
$289 Million 0.16% of portfolio
1,029
Q3 2025 Reduced 29.13%
$0
$262 Million 0.15% of portfolio
801
Q3 2025 Added 1.91%
$0
$268 Million 0.15% of portfolio
6,054
Q3 2025 Reduced 6.63%
$0
$240 Million 0.14% of portfolio
7,626
Q3 2025 Added 1.67%
$0
$249 Million 0.14% of portfolio
414
Q3 2025 Added 12.2%
$1.68B
$229 Million 0.13% of portfolio
1,149
Q4 2024 New
$4.39B
$234 Million 0.13% of portfolio
4,679
Q3 2025 New
$270B
$222 Million 0.13% of portfolio
786
Q2 2025 New
$0
$208 Million 0.12% of portfolio
1,830
Q3 2025 Reduced 3.43%
$0
$201 Million 0.11% of portfolio
5,265
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $177 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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